CIR

Clear Investment Research Portfolio holdings

AUM $79.3M
1-Year Est. Return 7.34%
This Quarter Est. Return
1 Year Est. Return
+7.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$139M
AUM Growth
+$9.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
47
New
Increased
Reduced
Closed

Top Buys

1
+$951K
2
+$817K
3
+$734K
4
DBEF icon
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
+$407K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$323K

Top Sells

1
+$412K
2
+$189K
3
+$104K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$43.7K
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$13.8K

Sector Composition

1 Consumer Discretionary 0.03%
2 Financials 0.03%
3 Technology 0.01%
4 Healthcare 0.01%
5 Communication Services 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$110K 0.08%
2,533
-4,351
27
$71K 0.05%
2,834
-551
28
$61K 0.04%
+608
29
$44K 0.03%
3,436
30
$24K 0.02%
+1,000
31
$19K 0.01%
220
-53
32
$13K 0.01%
+201
33
$10K 0.01%
+300
34
$8K 0.01%
+100
35
$7K 0.01%
+400
36
$6K ﹤0.01%
+116
37
$5K ﹤0.01%
+38
38
$1K ﹤0.01%
19
39
$1K ﹤0.01%
20
40
$1K ﹤0.01%
+100
41
$0 ﹤0.01%
+11
42
$0 ﹤0.01%
+10
43
$0 ﹤0.01%
+10
44
$0 ﹤0.01%
+7
45
$0 ﹤0.01%
+5
46
$0 ﹤0.01%
+10
47
$0 ﹤0.01%
12
1
2